Added to YB: 2026-07-27
Pitch date: 2026-07-24
DINO [neutral]
HF Sinclair Corporation
Author Info
Company Info
HF Sinclair Corporation operates as an independent energy company in the United States. It operates through five segments: Refining, Renewables, Marketing, Lubricants & Specialties, and Midstream.
Market Cap
$16.1B
Pitch Price
N/A
Price Target
N/A
Dividend
2.24%
EV/EBITDA
7.65
P/E
13.46
EV/Sales
0.66
Sector
Oil, Gas and Consumable Fuels
Category
growth
HF Sinclair Corp. - $DINO
DINO (holding update): Peter Lynch-style thesis on HF Sinclair. PNW author notes aggressive Sinclair gas station expansion (1,750 stations) post-HollyFrontier merger, superior refinery upkeep vs peers. Regional refineries give cost edge (~10c/gal = $90k/station/yr). $12B cap, $9B equity, BBB-, up 33%. Long-term hold.
Read full article (8 min)